Clients dashboard
The Clients dashboard on the Clients page shows all your clients at a glance, including a compact indicator when a client has more than one point of contact.
On phones and small tablets, the Clients table reflows into stacked cards and the navigation moves to a fixed bottom footer. Tap Pages to open the route drawer, then select Clients.
Open the Clients page
Go to the Clients page from the main navigation to see your full client list.
What the table shows
Each row represents one client and includes the following columns:
Client Name — the business or individual name.
Email — the primary email address.
Phone — the primary phone number.
Contact Name — the primary point of contact. When a client has additional contacts, a +N badge appears next to the name.
Status — whether the client is Active or Archived.
Invoiced — total amount invoiced.
Client Since — the date the client was added.
View additional contacts
When a client has extra contacts, the Contact Name column shows a clickable +N badge beside the primary contact name.
Click the +N badge in the Contact Name column.
A popover titled Other points of contact opens and lists the names of the additional contacts.
Clients with no extra contacts do not display the badge.
The popover is informational only. To add or edit contacts, open the client profile.
Open a client profile
To view full client details, stored payment methods, or invoices:
On the Clients page, select the client.
The client profile opens, showing payment methods, invoices, and contact details.
Related articles:
Store payment methods on file — request and manage saved payment methods.
Access stored payment methods — charge a saved payment method.
Creating an invoice in Mallow — send an invoice to a client.